AVGO 这一页 20 条观点条目，其中 4 条方向发生变化。
暂无中文转述，仅英文原句可核对。
Here's a great example . Okay, I can scroll down to show you . These are some of the names in the SOXX fund: AMD, Micron, Nvidia and Broadcom are strong names. I love those names.
I've owned them for a very long time and I'll continue to own them for a very long time .
我差一点点就错过了 Broadcom。
I missed Broadcom by a hair.
还有 Broadcom，AVGO。这一只我也错过了。它确实涨了一些。
and uh broadcast uh Broadcom AVgo. Uh I missed that too. It did shoot up a bit.
Broadcom在这个价位上听起来是个有意思的名字。
Broadcom is a name that sounds interesting at these levels.
ARM 还与 Broadcom 和 Qualcomm 合作，并拥有广泛的合作伙伴关系。
ARM also collaborates with Broadcom and Qualcomm, and has extensive partnerships.
总之，Broadcom，我的朋友，它的股价大约在 355。Broadcom 已从那个水平回升，但在我看来，它是下一个大热门。那才是你真正应该关注的股票。
Anyway, Broadcom, my friend, its stock price is around 355. Broadcom has recovered from that level, but in my opinion, it's the next big thing. That's the stock you should really focus on.
还有 ARM 与 Broadcom 和 Qualcomm 展开合作。
You've also uh uh got ARM partnering with Broadcom and Qualcomm.
Broadcom，老兄，它正好在 355 这条线上。它已经重新站上 355，但在我看来，这才是下一个大机会。这才是你真正想要的那一个。我不持有 Broadcom。
Broadcom, dude, it it is right on the 355 line. It's recaptured 355, but this is the next boomer right here in my opinion. This is the next one you really want I don't own Broadcom.
第一个是博通的股票，代码为 AVGO。它是目前少数以折价交易的 AI 股票之一，而且这家公司不仅仅是一家 AI 公司。
The first is Broadcom's stock, which carries the symbol AVGO. It is one of the few AI stocks currently available at a discounted price, and it is a company that goes beyond simply being an AI company.
博通表示，全球超过 99% 的互联网流量都经过该公司的某种技术。博通远不止是一家 AI 芯片制造商。在人工智能之外，该公司建立在大量我们日常使用的技术之上，例如智能手机、Wi-Fi 网络、宽带互联网、存储、VMware 软件以及企业业务。
该公司还拥有用于大型机的软件、网络安全解决方案，以及工业和汽车领域的业务。
Broadcom says that more than 99 % of the world's internet traffic passes through some type of the company's technology. Broadcom is much more than just an AI chip manufacturer .
Outside of artificial intelligence, the company is based on a huge number of technologies that we use every day, such as smartphones, Wi-Fi networks, broadband internet , storage, VMware software, and enterprises.
The company also has software for mainframe computers, cybersecurity solutions , as well as businesses in the industrial and automotive sectors.
以Broadcom为例。就像“AVGO”，这是一只我没有持有的股票，但我想持有。其CEO上周出现在“Mad Money”节目上并说：“看，我们认为到2028年我们能实现每股30美元。”
所以，如果你是投资者，而该股定价为350美元，那么如果他们能达到这些预期，其交易价格就是2028年盈利的12倍。所以，我不知道通往那里的路怎么走，但如果Broadcom能像其CEO所说的那样执行，那么你看到的就是一只到2028年可能会更贵的股票。
let's take Broadcom as an example. Like “AVGO”, this is a stock I don’t own, but I would like to own . The CEO appeared on "Mad Money" last week and said, "Look, we think we can achieve $30 per share by 2028."
So, if you are an investor and the stock is priced at $350, it is trading at 12 times the 2028 earnings if they manage to meet those expectations. So, I don't know the road to get there, but if Broadcom can execute as its CEO says, then you're looking at a stock that will likely be more expensive in 2028.
本月名单上的第二只股票是Broadcom，如果你关注这个频道有一段时间了，你会知道这是我长期持有在投资组合中的一只股票，多年来我一直在持续追加资金。
The second stock on this month's list is Broadcom, and if you've been following the channel for a while, you know that this is a stock I've held in my portfolio for a long time, and I've continued to add capital over the years.
有趣的是，如果你看看我在Broadcom上的持仓增长，你会看到按我的平均成本基础计算，我获得了超过180%的利润，但在我最初买入的股票上，我获得了超过500%的利润，可能高达600%。但我继续向这个仓位追加新的资金。
What is interesting is that if you look at my position in Broadcom's growth, you can see that I made a profit of over 180% on my average cost basis , but on my original shares, I made a profit of over 500%, possibly as high as 600%.
But I continued to add new capital to this center.
我会直接看AI市场。我会谈Broadcom。目前Broadcom的估值为1.6万亿美元，所以它已经不再是一家小公司了。它无疑是一只从这轮AI扩张中大幅受益的股票。
Well, I'd go straight to the AI market . I'd talk about Broadcom. Right now, Broadcom is valued at $1.6 trillion , so it's not a small company anymore. It's definitely a stock that has benefited a lot from this expansion in AI.
你可以称Broadcom——我不会把它称为Nvidia的竞争对手，因为Nvidia生产GPU，而Broadcom除其他业务外，专攻定制芯片，即专用集成电路（ASIC）。所以，它们服务于Meta、OpenAI、Anthropic这样的公司，或者例如Google的张量处理器。
You could call Broadcom—and I wouldn't call it Nvidia's competitor because Nvidia makes GPUs, while Broadcom, among other things, specializes in custom silicon, i.e., application-specific integrated circuits (ASICs).
So, they serve companies like Meta, OpenAI, Anthropic, or Google's Tensor Processors, for example .
Broadcom低于你上周说的35、345这个价格。没错。我一直在看这个，但我昨天买的是SpaceX。很多人说，你干嘛那么做？我认为Broadcom，随着他们现在拿到的订单量，局面真的要变了。
但我不喜欢的一点，也是我没进场的原因，是没有买入信号，趋势向下。好吧，我在等这东西转向，我的指标会在它们转向时给我提醒。那时它才会引起我的注意。我们也进入更近的时间框架看看。看看4小时图。
看它是否讲出不同的画面。并没有。趋势仍然向下。所以，我等待。我不去接飞刀。
Broadcom below your 35 345 price from last week. Exactly. I've been looking at this, but I bought SpaceX yesterday instead. Uh, a lot of people are saying, "Why' you do that?" Um, I think Broadcom, the game is really about to change for them with the amount of orders that they're getting right now.
But what I don't like, and the reason I'm not in, is no buy signals and trend down. Okay, I'm waiting for this thing to turn around and I've got indicators give me alerts when they do turn.
Then it gets my attention. Let's go into a closer time frame, too. Let's check out the 4our. See if it tells a different picture. It doesn't. Still trend is down. So, therefore, I wait. I don't catch a falling knife.
我们昨天谈到了 AI 担忧。它们重创了芯片股，但博通 CEO 说，别急。这里并没有崩。博通，股票代码 AVGO，其股价周二在盘前交易中走低，前一交易日下跌了 4.77%。
We talked about the AI fears yesterday. They hammered chip stocks, but the Broadcom CEO, he's finger wagon. Not so fast. It is not cracking here. Broadcom, ticker AVGO, their stock edged lower in Tuesday in their pre-market trading, falling 4.77% in the previous session.
风险偏好依然疲弱，NASDAQ 和 SNP 双双下跌。周一的下跌发生在主要人工智能公司的负责人以安全担忧为由呼吁放缓先进人工智能发展步伐之际。这场争论引发了人们的担忧，即人工智能发展放缓最终可能拖累对芯片和数据中心硬件的需求。
Risk appetite remained weak with NASDAQ SNP both down. Monday's decline came as leaders at major artificial intelligence companies called for a slower pace of advanced AI development over safety concerns.
The debate raised fears that slower AI development could eventually weigh on demand for chips and data center hardware.
他们确实投票决定把 Broadcom 加入投资组合。这里还有一堆其他股票，但他们投票支持了 Broadcom，顺便说一句，我非常赞同。所以，我就着手买入了，我为投资组合购买了 Broadcom 的股票。
they did actually vote to add Broadcom to the portfolio. There was a bunch of other stocks here, but they voted for Broadcom, and I heavily agree with that, by the way. So, I did go ahead and add I purchased um Broadcom shares for the portfolio.
它们在发布财报之后，最近也跌得更多了。这其实是我专门做了一整期视频的一只股票，就是 Broadcom。而且我早就已经持有它了。我在我私人的较大投资组合里赚了非常多，因为我很久以前就买入了 Broadcom。
我很久以前就看到了这一切的到来，Broadcom 正在做的一切。
They've have also been falling more recently after um reporting earnings. And this is a stock I actually made a whole video about Broadcom. And I had already owned it. I I'm up a huge amount on my private larger portfolio because I had bought in a long time ago into Broadcom.
I saw this coming like a long time ago, everything that Broadcom is doing.
但现在，比如我们真的很喜欢Marll，或者更好的例子是Broadcom。它是更大的公司。我们在全国电视上推荐它，就在财报前。它们把指引上调了25%，股价却下跌了6%。好吧，这不算好。
感觉不好。但我们对Broadcom在2028财年（10月结束）给出15倍市盈率，这能让你到450美元。所以即使所有人都讨厌它、对冲基金在卖出它或抛售或做空它，你也有盈利支撑。
But now, like we really love Marll or better example is Broadcom. It's bigger company. We recommended it on national television into earnings. They raise guidance 25% stock goes down six.
Okay, that's not great. Doesn't feel good. But we have a 15 multiple on Broadcom on their 28 fiscal which ends in October and that gets you to 450. So like you have earnings support even if everybody hates it and hedge funds are selling it or dumping or whatever shorting it, you have earnings support.
周五我说过，各位，Broadcom、AMD，它们正处于很有吸引力的支撑位。它们内部蕴藏着一波相当不错的上涨。
On Friday, I said guys, gals, Broadcom, AMD, they are at juicy support levels. These have a really good jump inside of them.
Broadcom，顺便说一句，它的财报非常出色，
Broadcom, which has had a great earnings by the way,
我持有大量 Broadcom。
I've got a ton of Broadcom.
再快速对比一下另一家公司，Nvidia 和 Broadcom 的过去 12 个月营收。关于 Broadcom 有很多讨论。
And just another quick comparison to another company, Nvidia and Broadcom with their trailing 12-month revenue. A lot of talk about Broadcom.
它目前还在重新加速其AI半导体业务的收入，这要归功于一些闭源模型的AI实验室，尤其是Google和TPU，以及像OpenAI这样的其他公司。
It's also re-accelerating its AI semiconductor revenue right now, thanks to some of those closed model AI labs, especially Google and the TPU, as well as others like OpenAI .
接下来看 AVGO 的图表，情况相当类似，不过 AVGO 实际上正在跌破其平行通道的底部。可以看到，这条平行通道自2024年12月以来一直压制着价格，只是今年3月曾短暂地小幅跌破其下方。
Uh next up on the chart of AVGO pretty similar scenario uh on AVGO but AVGO in fact is breaking the bottom of its parallel channel. You can see this parallel channel has hold has had held price back since December of 2024 with a little bit of a dip underneath it just briefly here in March of this year.
天哪，我今天在AVA上亏惨了。这真是太糟糕了。你现在对AVA打算怎么办？我，我只是持有。这是否让你像今天早上的Dave 2一样？那是你的首选之一。
dude. I am getting killed on AVA today. This is this is just terrible. What are What are you doing with what are you doing with AVA here at this point? me. I'm I'm just holding. does that leave you like Dave 2 this morning? It was one of your top picks.
我打算逢低买入，但像这样在财报前跳水有点吓人。那有点吓人。我持有我的股票直到财报，但同时，这是长期股票。在我的长期账户里，我一直在做波段。所以，我并不是真的很担心。
I'm going to dip by kind of kind of scary when you dive like this into the earnings report. That's kind of scary. I'm holding mine into the earnings report, but at the same time, it's long-term shares. um my long-term account that I've been swinging.
So, I'm not really too like concerned about it there.
如果你关注这个频道有一段时间了，你知道我在博通股票上表现出色，我长期持有这只股票在我的投资组合中。如果你在我的增长图表中看这只股票，你会发现我基于股票的平均价值获利约 198%。
基于我原始股份的价值，我获利约 600%。所以，当你看到像博通这样的股票，并注意到它在过去五年中上涨了 645%，你可能会认为你错过了机会。至少，这是我们的投资倾向驱使我们这样做的。
然而，如果我们仔细查看公司的细节，我们会发现其业务质量强劲、持续强劲增长和合理估值的证据，同时它继续增加股息支付。
If you have been following the channel for a while, you know that I have performed excellently with Broadcom stock, which I have held in my investment portfolio for a long time.
If you look at this stock in my growth chart, you will find that I have made a profit of approximately 198% based on the stock's average value. Based on the value of my original shares, I made a profit of approximately 600% .
So, when you look at a stock like Broadcom and notice that it has risen by 645% over the past five years, you might think that you have missed the opportunity. At least, that's what our investment inclination drives us to do.
However, if we look closely at the company's details, we will find evidence of the strength of its business quality, its continued strong growth, and its reasonable valuation, all while it continues to increase its dividend payouts.
博通上涨1%，顺便说一句，博通还有很大的上涨空间。
Broadcom 1%, Broadcom has a lot more to run, by the way.
